Rexford Cattanach, President of Keats Group, Interviewed On the Influential Entrepreneur Podcast Discussing Tax Planning for High-Net-Worth Clients [Video]

Rexford Cattanach discusses the value of tax planning for high-net-worth clients

Listen to the interview on the Business Innovators Radio Network: Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients – Business Innovators Radio Network

Rexford Cattanach, president of Keats Group, discusses the importance of approaching wealth management with an asset protection mindset ─ with taxes being the largest creditor and risk for high-net-worth clients. The conversation delves into the benefits of specific tax and estate planning strategies during both the accumulation and retirement distribution life stages.

Navigating the IRA Rule Changes: A Proactive Approach:

Investing for retirement seems to get most of the attention, but protecting assets from the ravages of taxes requires a strategic approach. The SECURE Act retirement legislation has made IRAs and other untaxed retirement accounts less secure and valuable to beneficiaries. Rexford discusses these tax traps and steps high-net-worth clients can take to mitigate the risks.

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